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Beacon Pointe Advisors, LLC: EFV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Pointe Advisors, LLC on EFV, newest first. How the timeline and the estimate are built.

Beacon Pointe Advisors, LLC held 1,070,367 EFV shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,070,367 shares
    Change vs previous 13F +104,895 shares

    0.38% of the 13F portfolio, value $81,936,572.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 965,472 shares
    Change vs previous 13F +386,460 shares

    0.38% of the 13F portfolio, value $71,782,858.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 579,012 shares
    Change vs previous 13F +39,591 shares

    0.29% of the 13F portfolio, value $41,347,273.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 539,421 shares
    Change vs previous 13F -319,662 shares

    0.31% of the 13F portfolio, value $36,588,895.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 859,083 shares
    Change vs previous 13F -11,394 shares

    0.57% of the 13F portfolio, value $54,534,582.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 870,477 shares
    Change vs previous 13F -33,706 shares

    0.58% of the 13F portfolio, value $51,305,909.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 904,183 shares
    Change vs previous 13F -16,205 shares

    0.53% of the 13F portfolio, value $47,442,467.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 920,388 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $52,949,915.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).